Position in NU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$738,781
-$100,383 QoQ
Shares Held
55,298
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#493
of 847 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sand Hill Global Advisors, LLC holds $1,635,759 across 3 Banks - Regional names. NU ranks #1 (45.2% of the industry book) .
All Filings in NU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,781 | 55,298 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $839,164 | 58,397 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $977,565 | 58,397 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $941,291 | 58,794 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $806,653 | 58,794 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $635,586 | 62,069 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $661,838 | 63,884 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $891,235 | 65,292 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $938,288 | 72,792 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $137,588 | 11,533 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $96,069 | 11,533 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $83,614 | 11,533 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||